HubSpot Ideas

AbbyDavey

Manually change quote status

Not all of our clients will sign a quote - so I would like the ability to manually change the quote status please. 

61 Replies
Jonno_Price
Guide | Platinum Partner

Unfortunately only 1 out of 5 of the following quote status' is actually an accurate reflection of status. The ability to manually update quote status would be very welcome to ensure data accuracy and wider adoption of the quote module.


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marvelenah
Member

Can we bump this up? I think we desperately need this...

TGibbons
Member

Hi All I actually created a plugin solution to this which basically linked the backend of the Wordpress site to the quote section in hubspot. It's integrated to the Stripe section so if the client pays by either bank transfer or stripe it updates across. Took a while but there are ways.

TTamme
Participant

Any Update here? Seems like a quick-win and easy to implement.  

JNS1911
Member

absolutely necessary to do, also to use this as trigger for workflows. 

SheriC
Member

It is definitely a necessity to be able to manually update a quote and seems like a very simple fix.  Please add this capability as soon as possible!

JTARDY
Member

That could be great !

KAunkst
Member

Yes! We need this feature to track if something is signed or not. Having an attachment as a signed qyupte is not good enough. I want to see the quotes signed in the quotes area. 

PClappers
Member

How is this not working, 3 years after the idea got submitted? Seems like a simple fix! 

ALove
Member

Any plan to implement this? Vital for reporting and workflows.

NHONORET
Member

Not being able to change the status of quotes (and create personalized steps) is a huge lack of Hubspot and does not fit with the vision sold of personalization, lead follow-up powerful and the ability to produce reports >> Need to do "Excel" follow-up.

IvanSotirov
Member

This is an old thread but fully applies in our case. Some of our clients physically sign their Quotes. There's no way for us to adjust the status manually. Please look into this!

LucHendrikx
Participant

We also need this feature

LGray1
Member

Also, often we may send a quote but a client pays by check or some other means. I'd like to be able to mark a quote as paid in Hubspot if a payment was received outside of the quote e-payment. 

darkpatterns
Participant

Update?

CF1031
Member

Paind point for us - we send our quotes with the option for HubSpot Payments, but many of our customers still pay via check. This creates an extra step on our end, having to void the quote and manually create invoices just to be able to mark the deal as paid. Would love to convert to invoices even when there is a payment schedule. 

JustMelendez
Member

UPVOTE for Action! 

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SJennings2
Member

this would great, we have customers who could potentially split orders fron a single quote. it would be great to mark the items as won and the other items to be left as is

lica-mm
Contributor | Elite Partner

I desperately need this because it is messing up my reporting.

I have quotes that are signed, but I am listed as a contractor in their Gusto or Quickbooks accounts. 

I don't get paid through some of the quotes using HubSpot, but through these systems, and I need to have accurate data for overall revenue.

 

I don't want to create a work around for this. It just makes things messy.

ALuong
Participant

Please add the ability to update "Status" for quotes.

 

This is especially important when working with companies who may legally require a wet signature on documents, and will send back scanned, signed agreements.